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Nuclear Energy

Nuclear energy supplies constant carbon-free electricity, which has brought it back into favour as data center demand collides with decarbonisation targets. Long build times mean supply responds slowly to a change in sentiment.

61 stocks

Small Modular Reactors Uranium Mining & Enrichment

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
326	JCM JAT Capital Management Greenwich, Connecticut	$88.8M	+$89.7M	2	11.45%	New
327	Hennessy Advisors Inc Novato, California	$88.7M	-$13.9M	6	3.36%	Reduced
328	ORIO Old Republic International (ORI) Chicago, Illinois	$88.3M	$0	2	3.6%	Maintained
329	Cerity Partners New York	$88.2M	-$2.03M	16	0.23%	Reduced
330	MCI McDonald Capital Investors Orinda, California	$87.3M	-$561K	1	5.45%	Reduced
331	GRA Goehring & Rozencwajg Associates New York	$86M	+$3.57M	8	17.08%	Increased
332	Public Employees Retirement Association of Colorado Denver, Colorado	$85.9M	+$2.53M	13	0.36%	Increased
333	Cooperman Leon G	$85.9M	+$5.17M	1	3.63%	Increased
334	Swiss Life Asset Management Zurich,	$83.7M	+$8.37M	8	0.99%	Increased
335	Cannell & Spears New York	$83M	+$926K	2	1.72%	Increased
336	TAM Telemark Asset Management Boston, Massachusetts	$82.5M	+$8.47M	3	7.18%	Increased
337	Andra AP-fonden Goteborg, Sweden	$82.3M	-$52.2M	4	1.38%	Reduced
338	US Bancorp Minneapolis, Minnesota	$82M	+$13.5M	24	0.11%	Increased
339	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$81.9M	-$13.5M	1	5.97%	Reduced
340	Mercer Global Advisors Denver, Colorado	$81.7M	+$55M	16	0.22%	Increased
341	MC Maplelane Capital New York	$81.4M	+$44.5M	2	2.79%	Increased
342	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$81M	+$29.6M	3	7.93%	Increased
343	Burgundy Asset Management Toronto, Ontario, Canada	$80.5M	-$2.41M	2	0.85%	Reduced
344	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$79.3M	+$44.8M	6	48.58%	Increased
345	ACM Azarias Capital Management Berwyn, Pennsylvania	$79.1M	+$5.14M	6	35.54%	Increased
346	Two Sigma Advisers New York	$78M	-$8.83M	10	0.17%	Reduced
347	KBC Group Brussels, Belgium	$77.9M	+$10.9M	14	0.24%	Increased
348	Perpetual Ltd Sydney, New South Wales, Australia	$77.3M	+$11.9M	6	0.84%	Increased
349	Robeco Institutional Asset Management Rotterdam, Netherlands	$76.7M	-$6.58M	9	0.17%	Reduced
350	Walleye Capital New York	$76.4M	+$29.3M	15	0.14%	Increased